Institutional Equities Research, Trading & Sales Services | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.


Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Institutional Equities and Research

What We Do

Incisive perspectives, superb execution, and exceptional client service define our approach to institutional equity sales, trading and research.

Our Services

Our dedicated equity research analysts, salespeople, and equity traders bring decades of experience and unwavering commitment to drive performance for our clients.


Our enduring commitment to in-depth, independent research gives our clients thoughtful insights and data-driven, evidence-based recommendations.

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Equity Sales

We work alongside our clients to understand their unique goals and provide tailored recommendations informed by our decades of experience, insightful research, sector expertise, and global-market insight.

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Equity Trading

With exceptional, high-touch trading services, our trading team is uniquely positioned to secure the best opportunities for our clients.

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Corporate Access

We help our clients connect with the people and opportunities that matter. Our curated calendar of value-add events facilitates the sharing of ideas, building powerful networks, and fostering long-standing industry relationships.

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